this as secretary of state hillary clinton, issues a stern warn to president assad's regime use of chemical weapons. those are your head lines, back to dennis. dennis: passing the $20 billion mmnth in the holiday season. can cyber win? retail analysts joining us, and he likes jcpenney, much belined. please, explain yourself, sir. >> to be fair, they are lagging online as bad as they are in the physical world. one of the things is that everybody's lined up against them right now. they assume things are getting worse, and talk on the street was november was a disaster for them. i actually thought i saw a real turn, a pop during the holiday week on black friday, and the other thing is that they could do just less worse and the stock could pop from where it is. it's very, very cheap. deenis: did you like this stock when it was at $42 in february 2012? it's at $17 now. >> well, stock analysts don't talk about past performance, but i have a $38 fair value on it, and our buy trigger is at $22. on value stocks, yes, it is key to buy them with a big enough margin of safety that you're not upset if i